Alternatives to CB D365 SharePoint Permission Replicator

SimplerQMS offers a cloud-based Quality Management Software, specifically designed for the Life Science industry. SimplerQMS helps ensure compliance with various regulatory requirements, including FDA 21 CFR Part 11, EU Annex 11, GxP, cGMP, GAMP 5, GDPR, EU IVDR & EU MDR, ISO 13485:2016, 21 CFR Part 820, and ICH Q10, among others. The system is fully validated according to GAMP5. The system offers a range of Life Science QMS modules such as Document Control, Change Control, Training Management, Supplier Management, Complaints Management, Non-Conformance and Deviation Management, CAPA Management, Audit Management, Technical Documentation Management, Risk Management, Quality KPIs and more. SimplerQMS integrates with Microsoft Office and allows users to work with documents in applications such as Word, PowerPoint, and Excel. Overall, SimplerQMS delivers efficient, paperless workflows that align with the compliance requirements of the Life Science industry.

The SBS QMS Suite consists of 5 software modules that work together for efficient Quality compliance: SBS Quality Database - CAPA / 8D corrective and preventive actions (CAR) with root cause analysis - Nonconformance management - Risk analysis including FMEA, SWOT, interested party risk register - Internal, customer, and third-party audit management - Environmental Health and Safety (EHS / HSE) management SBS Ground Control - Employee training management (LMS) - Self-Paced training - Document control SBS Asset Tracking Database - Calibrated equipment control - Preventive maintenance - Asset inventory management SBS Inspection Database - Record incoming material, in process, and final product inspection data - Generate real time SPC charts - Inspection plans and Control Plans - Archive data for further statistical analysis SBS Vendor Management - Maintain an approved vendor list or AVL - Develop vendor / supplier qualification plans - Maintain vendor / supplier qualification history Modules may be purchased separately or in any combination.

FormKiQ is a document management system that can save you months of development time while lowering costs. This is due to its scaleable architecture, built on AWS best-in-class cloud technologies. Based on its API-forward design and robust front-end client, FormKiQ can be headless or web-based, or a little bit of both. And no matter how you integrate, you get 100% of the code, and none of the agony of building document management software from scratch. NOTE: along with the Pro and Enterprise versions, there is a free open-core version, FormKiQ Core, that provides the essential features of a document management system.

PinPoint DMS makes it possible for you and your staff access files and data anywhere in the world. PinPoint DMS runs on all platforms, including MACs and mobile devices. It includes built-in tools such as Workflow Management, Records Management and Onboarding. PinPoint DMS can automatically file documents without the need for human intervention. PinPoint DMS has been improving our features for over 19 years. We are just now seeing competitors. Learn how our document management software could help your company go paperless!

Sync Dynamics 365 CRM and SharePoint security privileges to diminish security risk while storing documents/attachments in SharePoint. Limit SharePoint access to the same level as Dynamics 365 CRM security privileges. Replicate any Dynamics 365 CRM security privileges changes in SharePoint. Features Manage Security: Access to SharePoint Folders controlled by the security roles defined in Dynamics 365 CRM Real Time Sync: Auto-sync privileges upon changes in user privileges based on sharing of the record or adding the user to a team Historic Folder Security: Sync the security privileges for existing folders associated with Dynamics 365 CRM records Multiple SharePoint Site and Folder Support: Connect and actively manage files and folders on more than one SharePoint sites and folders Drag & Drop: Friendly UI to drag and drop multiple files and folders to upload them all at once Create Link: Generate anonymous links to the documents to share the documents outside of your organization Email: Email the files directly as attachments or links to documents from within Dynamics 365 CRM without multiple clicks to download and attach the files File management: Deep Search, View, Rename and Delete files from SharePoint provided you

Intellect's QMS software has been proven to improve quality operations and reduce overall quality cost by up to 40%. Our apps were designed by certified quality professionals and can be easily customized with our no-code platform or drag-and-drop technology. Remote access for your team, mobile apps, dynamic workflows, analytics, reporting, and remote access are all possible with this modern and simple solution. Apps include Document Control and Employee Training, Audit Management CAPA, Nonconformance, as well as other useful features.

SPListX for SharePoint allows you to export picture library contents, metadata, list items and associated file attachments to Windows File System. SharePoint site, libraries and folders can be exported to Windows File System. SPListX supports SharePoint 2019 / SharePoint 2016, SharePoint 2013 / SharePoint 2010, SharePoint 2007 / SharePoint 2003 & Office 365.

All your governance, compliance and risk documents in one place. You can upload and share PDFs, Office documents, images, and many other files. It's easy to manage your files with automatic version control. No more searching through network folders or inboxes. Other useful features include: - Reminders for document expiry Unlimited Permissioned Users - Custom document tagging - In system notifications You can have reliable and secure visibility. It is not enough to have the most recent version of a document. To prove compliance, version control and user access tracking are crucial. TrackMyRisks offers the following: - User activity log Backup and virus scan Document revision history - Encryption all files

Adept Software provides fast, central access to your most important documents in an environment that is secure and collaborative. This saves time, reduces risk, lowers operating costs, and lowers your business' operating costs. Your company can be aligned on a single platform that provides a single source for truth and a unified view of engineering content and business content. You can empower stakeholders from anywhere to find the right document quickly, regardless of where it is stored. This will increase productivity by 20-30%. You can avoid costly mistakes and safety concerns by making sure your workforce always finds the right version. You can improve efficiency and eliminate bottlenecks with documents that follow predefined approval procedures. Notifications and time-based notifications keep everything on track. Everyone can collaborate on the same platform and do design reviews. Vaults can easily be replicated so that documents are accessible to everyone locally. Adept also keeps everything in sync.

Dataprius is a new way to work with files in Cloud. It is specifically designed for companies. It is more than a virtual drive. It does not require synchronisation. Maximum file protection against local threats. It allows you to work with company documents without synchronizing, without conflicts and with multiple Users connected simultaneously. Works just like Windows desktop. You use Windows all your life? You will be able to manage files and folders in the Cloud within 5 minutes with Dataprius. The Dataprius folder permissions model makes it easy to manage Users' permissions. All companies require central document storage. All files can be stored in a cloud and shared within the company as well as with customers. You can forget about local servers. Cloud computing allows you to pay for your use and adjust resources to your needs. Reduce and rationalise your costs.

External identities, such as customers, partners, and others, can sometimes pose a problem when sharing files securely. NirvaShare can help you manage access, security, and compliance while sharing cloud storage files to external users. NirvaShare is also available for cloud platform deployments. It can be deployed to your on-premise environment, pointing to your existing S3 compatible file storage systems. This makes it easy to share files between internal and external users. You can assign access rights to your users, such as who can upload, delete, and who can download files. You can easily associate users and groups from ActiveDirectory, or any other identity provider. NirvaShare is optimized to handle large files of varying sizes, including those that are several tens or thousands of gigabytes. It also allows for download and upload with extremely low resource consumption.

Never send another attachment. Securely share documents with real-time insight and control, no matter where you are. Secure document sharing platform that everyone can use. It's as simple as sharing a link to manage, share and track your important files. You can increase security, control file downloadings, and disable access at any time. Real-time intelligence will help you be prepared for your next meeting. Update a file even after hitting send. Everyone automatically has the most recent version. Outlook and Gmail plugins make it easy to upload documents and share links. Passcodes and email verification can protect your documents. You can track if any links have been forwarded or turn off access to get back control. Enjoy seamless, brand-specific viewing. View on any device. No file downloads. DocSend's mobile-first viewing experience is loved by investors and business partners. Sharing Powerpoint? Keynote Pdf? Gifs We've got you covered.

Protect sensitive documents with an invisible fingerprint to prevent them being exposed to the public while printing, taking photos or snapping pictures. You can track leak source in seconds. LeaksID, a cloud-based tool, is built on a unique algorithm. Once you wish to share your document securely with third parties, it allows you to add an invisible markup. You can identify the person responsible if you have a printout, a photograph or a snapshot of a confidential document that has been made public. If you share your personal documents or data with someone, you can't guess who it was, especially if they are close friends or family. Even if you have password-protected PDFs and set enough user permissions, anyone could take a picture of your friend's screen as they pass by. LeaksID allows you to continue working as before but have more control over the document workflow and can identify the leak source quickly and accurately.

Scan documents, files, photos, video, and many more. You can collect almost any media format. Facilitate the flow and security of documents from a unified repository. To improve accuracy and version control, reduce multiple copies of documents that are scattered across different systems. To improve productivity and efficiency, encourage sharing of documents within the organization. Access your documents from any device, whenever you need them and wherever you need them. Security controls, encryption, and authentication modes built-in. Search historical records using complex queries to find the information you need quickly. You can manage all your information from one place: paper scans, efiles, video. Based on configurable roles, assign access to features and document rights. Proven performance in large volume deployments, from one department to the entire enterprise.

Orangedox provides one-click create virtual data rooms that are directly synced with your Google Drive folders. Prevent your documents from being shared or forwarded and audit every time they've been opened. Easily manage your financial due diligence, fundraising, investor relations & investment management. No limits on the number of files/storage spaces used and share with up to 500 users per room. Unique Selling Features Seamless integration with Google Drive: Easily create data rooms from your existing Google Drive folders plus your rooms will always be synced with your Google Drive. No need to upload files to another app. Also integrated with Google Workspace, so you’ll never have to leave Google Drive or Gmail.

Protect your documents from unauthorized access and limit their use. You can be more efficient, faster, more automated, and more agile. Protect customer data from wrongful disclosure and ensure secure access to business applications. Trade secrets and intellectual property can be protected. Reduce the security gap between perimeter security and user collaboration. You can monitor and protect your business-critical documents such as intellectual property or product design from anywhere it travels. This includes apps, cloud services, on-premises, and devices. SkyDRM uses dynamic authorization technology and digital rights management to protect files and allow secure sharing. The document's protection remains with it, no matter where it is stored or with whom it is shared: within or outside your network, on file server or in the cloud. You can determine whether your file is accessible, viewed, edited or printed.

iDoc is a document management system that is efficient. Automates and controls the documentation process, including distribution, organization policies and standard operating procedures. It is robust and secure in managing document management systems. It also provides real-time visibility. It streamlines all processes, including creation, review, approval, archival, and archival, and supports multiple files in controlled ways. Integration with training management system to assign training and to remove incorrect documents. This ensures accuracy for end-users and tracks compliance. Automated documentation, document retrieval with search/indexing capability, and document archive. You can easily set up labels, descriptions, and tags to help you organize information and keep track of documents. Keeps track of all documents and tracks any changes. This provides an audit trail that reports on documents and data fields.

Qualis document management system ensures secure documentation and controlled distribution to end users. It allows workflow-based approval of documents with revision control. End users are able to access the most recent approved version of any document, reducing the risk for obsolete documentation. Roles can be used to configure the activity workflow. Multiple workflows can be set up to associate with each type of document. Reduce paper, storage space, secure storage and recovery. Distribution of approved documentation, lower risk of outdated copies. Controlled access and easy search, improved regulatory compliance. All metadata is stored in one central database. Database agnostic (supports MS SQL and Oracle, Postgre SQL). Document management at the organization level and controlled distribution. Qualis DMS provides integrated document management and control through a single platform.

Automate routine admin tasks to save time. Increase data security and audit farm changes. Document configuration and explore the SharePoint structure. Automatically create professional-looking documentation that contains all settings for your SharePoint farm. Validate your farm configuration, and optimize it according to the latest SharePoint best practice. Optimize your performance. Keep your data safe and get an overview of farm changes. You can track who has done which action across all site collections. Track how your site collections are used - track visitors, storage, and subsite metrics. Site structure and features usage. Keep track of all farm modifications. You can check for differences in permissions, farm collection, servers, or servers. Select historical or live data, examine permissions, and create reports for users/groups. Manage permissions and restore them.

A scalable, real-time, collaborative, out-of-the box solution for CROs, Life Science Consultants and Industry Stakeholders. Built in an Audit Ready Compliant Cloud environment (ARCC). All 21 CFR Part 11 requirements are met. GxP audit ready. Pre-configured Departmental. Communications with internal and external stakeholder. Secure data integration between remote teams. Collaboration in review and approval. Turn access on/off according to need (EX: auditors), reducing audit prep time from days to hours. Preconfigured to eTMF Reference models & EDM. Intelligent content management tools can improve workflows. Improve document management with real-time collaboration, automatic indexing and co-authoring. Pre-configured, validated system that manages documents and data electronically in accordance with eCTD mandates.

Greenbox is an innovative document management system that combines a business process management system with a unique document management system. It is a Document Management System which allows for the storage, tracking, retrieval, and management of documents. Anybody with permission can access any file, regardless of where it is located. The system ensures complete confidentiality and safety of the documents and is designed for simplifying otherwise complex operations. Greenbox gives the user access to many features, including unlimited folders and subfolders and Solr OCR/text searching inside an image, document restoration, document versioning, granular access control, and advanced document control. Its most notable features include document approval workflow, intelligent handling of metadata, and an attractive pricing bracket.

The SCHEMA Group, a medium-sized software company with over 130 employees, was founded in Nuremberg in 2015. The SCHEMA Group provides content delivery and component content management solutions for authoring departments that create product-related content. The SCHEMA ST4 component management system is one of most commonly used systems for modularised documentation, package inserts, and marketing documentation. The system covers all aspects of creation, revisioning, variant control and publication of product-related material - from authoring assistance during input until the final layout for the printed catalog.

This is the ideal solution to tamper-proof documents for all organizations. It's great for legal, financial, and bank-related documents. ProofEasy allows you to send and receive documents securely without the need for enterprise-level software. Stop document fraud with ProofEasy A trusted reference point for verification is made possible by real-time QR code scanning. Simply scan the QR code with any scanner such as Google lens to verify. The original uploaded document will then be displayed. You can verify your copy against the original document. You can verify your electronic and scanned documents against the original. We assist you in removing the burden of third-party verification by providing a reference point to verify the immutable blockchain-based document validation.

Document Locator is a Windows-integrated document management program that can be accessed via the Web or mobile. It combines enterprise-class capabilities with ease of use. Document Locator is fully integrated into Microsoft Windows, Office and Outlook. It offers version control, approvals, security policies, workflow, security, security, and security. All this while using the familiar Windows folders interface. This system is ideal to file HR, Accounting, Projects and Contracts, as well as Quality. Integration with other systems is possible via an advanced API.

DocShifter software automates the conversion of digital content. Our solution converts high volumes of any digital document or content (document, images, video, audio, etc.) into any other digital format. On premise or in the cloud. We serve customers in highly regulated industries: Life Sciences, Banking & Insurance and public sector. We are proud to contribute to the success of leading companies such as Bayer, Novartis, Biogen, Sanofi, Chiesi, Otsuka, Galapagos, TAI, and many others. As our world has gone fully digital, content conversion serves many purposes: From creating compliant PDF in context of the submission of a new drug, to file format preservation in archiving, to document standardization during migration. What makes us different? We make this process super easy. Setup and forget. We provide high quality conversions, at high speed. And we do all of this with limited compute power. Resulting in lower cost. We run in any environment, from Docker over Linux to Windows. And connect to all your enterprise systems. Centralizing. Reducing cost across the enterprise.

A platform for eReg that was designed with the study site in view. No forced workflow, easy implementation, intuitive design, and functional function. RegisterDoc eSafe today for free! Secure lock-box for source documents. Tools that allow remote access to sensitive documents to be transferred, redacted, and assigned roles-based, time-limited access. RegDoc eSafe allows for quick, flexible configuration and intuitive use, with minimal training and a simplified validation process. You can quickly get your clinical study sites up-and-running with a simplified implementation process. Pre-loaded regulatory binder templates for your site. Configuration of access control and user upload. Sessions for admin and user training. MedPoint is committed compliance and will walk you through the steps to validate our software. MedPoint is regularly audited and supported by study sponsors.

DocControl is a web-based document control and management system. It is responsive and intuitive, making it easy to use on any device. Multiple users can work together, offering services such as large storage, versioning, electronic signatures, and automatic PDF conversion. Control is HIPPA- and 21 CFR Part 11 compliant, making it more secure than any other document manager system. DocControl can handle any type of document. It will convert it into PDF automatically. It features a great workflow for document revision. Every time a document is modified, its version number is automatically updated. Control is suitable for small to medium-sized businesses that provide security for their documents and work in a team. Control has more than 50 corporate clients, more than 5000 documents added to the system and more than 33,000 PDFs generated.

Vault QualityDocs provides automated workflows and audit trails that provide detailed audit trails. This reduces compliance risk and improves quality. It speeds up review and approval and facilitates the sharing SOPs and other GxP documents between employees and partners. Effective SOP management is made easier by automated workflows and visibility to the content status and processes. This reduces compliance risk. An intuitive, user-friendly interface is key to adoption and efficiency. Audit trails with detailed audit trails, content organization, powerful search, and robust search allow for better inspections and audits. You can securely access and use any web browser. If enabled, you can also print, distribute, track, and track the control of PDF copies. Pre-defined metadata and document taxonomy allow for operational harmonization. Organizations can quickly adopt best practices by using pre-defined pick lists for quality, manufacturing and validation documents.

Learn how top financial services and wealth management companies are using FutureVault in order to meet compliance, gain back-office and admin efficiencies, deliver greater value to clients, and ultimately save time and money. You can streamline and digitize document-related workflows, reduce security risks and compliance risks, and build trust with clients and their families. You will be able to improve compliance and administrative efficiencies, as well as providing your advisors, front office teams, and lines business with a value-add offering to scale workflow.

Document fraud is now the third most lucrative criminal industry in the world. Fraudsters have many motivations, including to profit from an illegal good or service, escape legal proceedings, and to usurp identities. Fraud is not limited to identity documents. It also includes many other documents that we call "supporting documentation". These documents include invoices, pay slips and bank details. Contracts are just a few examples. Many of these documents lack integrity measures. Fraudsters can modify them using sophisticated techniques. SmartStamp.io provides document security solutions. It allows you to quickly create and attach a 2D Doc Visible Digital Seal (VDS), in just a few seconds. This is in the form a 2-dimensional barcode to any document. The VDS contains all the information in clear text and the hash signed of the issuer. This ensures that the delivered document has been authenticated.

The latest version of Vyapin SharePoint Reporting (SharePoint Farm Reporter), has many new features and significant enhancements to its SharePoint Audit reports. This SharePoint report shows information about custom events that occurred in list items, including changes in workflow settings for the most recent 'N' day or the given date range. This SharePoint report shows the audit events that were deleted in the SharePoint Database during the most recent 'N’ days or the given time period. This report shows the SharePoint audit settings that have been changed in the site collection within the last 'N' or the given date range. This report contains information about all SharePoint site templates in the site collection. This modified report can be used to audit the permission level changes in SharePoint sites.

Artificial intelligence can improve your business's most important metrics by facilitating better business decisions, increasing revenue generation, improving customer experience, and facilitating better business decision making. OrNsoft's artificial Intelligence software has a proven track record of helping clients achieve optimal levels. CEErtia, cutting-edge software that uses artificial intelligence and cognitive technology for intelligent process automation, is available. CEErtia is a cost-effective alternative to manual labor. It can help you save money and accomplish more. CEErtia's artificial Intelligence Processing will make it easier to work faster and reduce your workload. To ensure compliance, your files will be automatically identified and avoided by CEErtia's artificial intelligence processing. You don't need to be present in the same room as documents to verify and handle them. Everything can be accessed online. No matter where your data comes from, our software can quickly validate and verify it.

With comprehensive permissions management, auditing and reporting, you can confidently protect your SharePoint environment against internal and external threats. Metalogix ControlPoint allows you to manage, secure, automate, and govern your entire SharePoint environment, whether it's on-premises, Office 365, or hybrid SharePoint deployment. You can ensure compliance with permission policies and prevent security breaches as well as unauthorized access to sensitive information. All sites, farm collections, and sites can be accessed from one console that allows you to audit, clean up, and manage SharePoint permissions. Manage all aspects of permissions, whether they are directly granted, inherited, or granted through Active Directory and SharePoint groups.

AssistMyTeam business applications are built on top of Microsoft Software like Office, Exchange, and SharePoint. AssistMyTeam Outlook addins are team-centric and provide solutions that go beyond the box. They also address many of the shortcomings in Microsoft Outlook. AssistMyTeam helps businesses and organizations become more information-driven and more dynamic. Attach attachments to emails to a global folder or, optionally, select a folder at runtime. Automatically remove or delete attachments from the Sent Items folder. Keep your mailbox size on the server within the permitted limit.

Business users can review and manage access controls on their own to ensure compliance and to get the least privilege. Data owners can view and manage permissions to files and folders, SharePoint sites, security groups, and other information using an intuitive web interface. No administrator rights required. DataPrivilege handles all changes seamlessly behind the scenes once all approvals have been received. You can get a fast ROI by transferring access decisions from business users with the most context. Demonstrate that you have processes in place to protect regulated data. You should detect and prevent access control changes that violate your business rules. Ensure that the correct people have access to sensitive business data, such as distribution lists or groups. Data owners receive certifications directly. This allows them to see who has access to their data, and makes it possible to make changes without IT involvement.

Your next SharePoint or Office 365 migration is possible. Migrations to SharePoint environments can be difficult and time-consuming. What if you could migrate your SharePoint environment from legacy SharePoint environments to Office 365 or newer SharePoint versions with less risk and more automation. Metalogix®, Content Matrix makes this possible. It offers the flexibility to adapt to your changing needs and project timelines. You can migrate directly to SharePoint 2019 or SharePoint Online without any scripts, with less risk and more automation. Content Matrix can migrate all your content from older SharePoint versions to a new environment without any incremental upgrades. Without affecting users, you can quickly move metadata, customizations and workflows, workflows and permissions, information architecture and Nintex forms and workflows, as well as Record Center sites, without affecting users. Automated workload distribution across multiple machines and simultaneous migrations allows you to scale your high-speed SharePoint migration.

Reporting and Management for Microsoft 365. Azure Active Directory, SharePoint Online and Exchange Online. Multi-Tenant Reporting and Management in single pane of glass! Single view vs multiple portal windows.Single view vs multiple portal windows. Azure Account Provisioning and Deprovisioning - Easily create and delete users with time saving options. Import new Azure Users from CSV with the ability to include most common attributes with specific rules to define password complexity requirements. Plus set multiple Group Memberships. Restore Soft-Deleted Users - includes 'AutoReconcileProxyConflicts' Create Azure User with Required Attributes. Terminate (Disable) or Delete selected User Account(s). Azure User and Group Reporting - Customizable User reporting to show exactly what you need! Azure User Management - Customizable User Management! Azure Group Membership Management - Easily add and remove members in a Group Azure Secure Permissions Delegation - Remove native change permissions for your helpdesk! Exchange Online Reporting - Easily document your Online Exchange Mailboxes. SharePoint Online Reporting - Easily document your Online SharePoint Sites. Multiple security options available.

All the PDF benefits: fixed layout, easy printing, smart archival compliance, accessibility, attachments and business stages. Workflow actions, digital signatures, notifications and many other. Complex SharePoint forms are now easier to use with PDF Share Forms solutions. The ability to use external data sources enhances automatic form field data extraction and synchronization. External databases or SharePoint lists can be used as sources for cascading dropdown lists. The only PDF form product that empowers non-developers while still ensuring compliance with complex SharePoint forms. It takes less then two minutes to integrate forms such as W9 and I9 (Employment Verification Form), and begin filling them in. Works on mobile devices. Online and offline. You can deploy and sync PDF forms to SharePoint from your own server, or it can be run cloud-based.

Document Automation & Contract Assembly, Smart Workflows and Approvals & Document Management; Advanced Electronic Signature. Legito, your Smart Document Workspace, combines all these features under one roof. You can automate documents that are almost as easy to draft in less than two hours with Legito, your Smart Document Workspace. Legito is used by over 140,000 users from 50 countries, including top-tier law firms and companies, such as Price Waterhouse Coopers and Skoda Auto.

Construction Data and Document Management Find it. It's possible to build it. DADO provides construction professionals with an easy way to search the most recent Specifications, Submittals Drawings, Building Codes, and other information by speaking or typing on any device. It can also be used as a custom search engine for construction projects. Are you tired of digging through folders? Finding information is difficult today because it takes so much time and effort to navigate through endless folder structures. This is especially true if you have an "Approved Set", "Current Set", or "Latest Set" folder. Advanced document search, file search engine, construction document management. Are you feeling overwhelmed by document overload? Do you feel overwhelmed by the number of documents that are being added each week? Are you spending your weekends and evenings trying to stay afloat? Construction document management, file search engine.

DocOrigin is the best solution to create professional, dynamic, and high-fidelity business documents. DocOrigin is able to handle all your needs quickly, efficiently, and cost-effectively, whether you need large quantities of invoices, statements, or customer letters. To provide the right information to your customers, suppliers, or employees in the most appropriate output formats, you can use the data stored in legacy, Enterprise Resource Planning, Customer Relationship Management (CRM), or other line-of business applications. It integrates easily with legacy applications and processes. Dynamic HTML documents are used for data collection and presentation. You can reuse the space left over from transactional documents to create custom content. You can either create a single document or a continuous batch of documents. DocOrigin Design allows you to create intuitive templates.

Document management, workflow, and portal solution with integrations to accountants and tax professionals. Doc.It Suite software helps tax and accounting firms stay organized by streamlining digital processes and automating them. This increases efficiency, workflows, and profitability and minimizes risk when dealing with financial documents.

FileString is a cloud-based service that attaches digital strings to files you share. This allows you to track and control who sees, downloads, and prints your content. File sharing service that protects your important files. Only authorized recipients can view, print, forward, or forward files that are shared or distributed by FileString. You can track every view made by each recipient, along with the duration, and receive email notifications whenever files are viewed. If authorized, you will also be notified when files are printed or downloaded. View your library by person. This includes files you have sent to each person as well as files they have sent to you. All files sent to someone can be revoked at a click. You can control who can view, forward, print, download, and print your files. For additional protection, you can add a watermark. Remotely deleting copies and revoke access to files for individual recipients

Automate any part of your legal practice. Create smarter ways to work, take control of your time, and better serve more clients. Gavel is powerful document automation software to create custom webforms that populate data into your Word or PDF documents. Users save 90% of drafting time. Features include: Elevated documents: Automatically generate accurate, customized, and perfectly formatted documents. Powerful workflows: Streamline and collaborate on any internal or client-facing process. Seamless client collaboration: Effortlessly onboard and interact with clients through client intake and client portal. New revenue opportunities: Package, deliver, and charge for digital legal services. Secure, centralized data: Organize, search, and connect client data from anywhere.

Hubshare is a platform that allows companies to collaborate and share documents. All your information can be connected to one dashboard and you can create custom hubs for your clients. All interactions are accessible in one place, with the ability of managing unlimited number of hubs from one installation. Hubshare offers several modules that can be used to meet different needs. Each module is connected by a customizable dashboard, which helps you organize your interactions. Create a digital workspace that is unique to you and your clients. It can be difficult to manage thousands of customers and hubs, as well as multiple projects for each customer. You can manage them all with the Hubshare Project Management module.

Document generation using customizable templates allows you to automate and digitize processes within your company. Maintain templates with dynamic content and standardize data fields across documents. Templates are useful for building workflows, standardizing processes, and standardizing cross-business data. You can eliminate the need to maintain hundreds upon hundreds of different document types for different product categories. Create business workflows that span multiple document types using searchable and indexed metadata. DigiDocs integrates well with DigiSign. This allows you to create a standard document, prefill it with relevant information, and have it digitally signed or electronically signed by multiple people.

It is important to have a well-defined document control procedure. This will ensure that your projects run smoothly and are completed on time. It is possible to embed the document control procedure in a project document management system. This will ensure that all project team members follow the process from document preparation, approval, distribution, and then on to quality and consistent output for your client. A document control procedure for engineering drawings should include important information like the document's owner and numbering system, revision, and reviewers/approvers. You can ensure that all these attributes are in place before the publication.

Nira, a real-time access control tool that allows visibility and management of who has access to company documents within Google Workspace, is called Nira. Sharing a link is all it takes to collaborate. Information about company information can be scattered among employees, departments, or external parties. Access management becomes a full-time job. Personal accounts are not scrubbed by standard offboarding processes or tools. Outsiders have access to their accounts until they are audited. Access incidents are difficult to diagnose and fix. Nira connects with your cloud applications and gives you a single view of who has access. You can control document access to both internal and external accounts. Real-time access to all documents and their risks. Quickly manage vendor access to company documents. You'll be amazed at how easy and quick it is to manage access.

Enterprise File Fabric™, a private, secure, policy driven multi-cloud content and collaboration platform, provides an efficient, secure, and private solution for storing, sharing, and collaborating with other users. It doesn't ship with storage. It works with any company's existing storage portfolio, on-cloud or off-premises. Enterprise File Fabric™, unifies, secures, and makes all types of storage (including object storage), easily accessible for end-users. The Enterprise File Fabric for Compliance is available in three product variations: 1. It enforces GDPR/CCPA/ HIPAA by providing intelligent policy-based enforcement across all corporate data. 2. The Enterprise File Fabric for Media and Entertainment provides a unified view to media assets that can both be distributed on-cloud and on premises.

Electronic signature with legal validity. Electronic signatures for your company offer security, trust, and the ability to send, approve, and sign electronically. Step by step, electronic documents Reduce the complexity of your processes Sending documents forgo the paper Send documents electronically by uploading your PDF or.docx file (Word). List the email addresses of signatories to collect their signatures 100% digitally. Electronic signature Each signer will receive a unique link to sign and save the document. You can subscribe by computer, tablet, or cell phone. It's simple and practical. Manage documents. After completion, the document will be encrypted in your account. You can save or export the document. Sign and go! Commercial contracts. Opening a loan account. General documents. Insurance proposals. School enrollment. API for integrations Use Clicksign's REST API to integrate electronic signatures into your systems and automate your signature processes.